QQJG vs. SFYX

Last updated Jun 5, 2026

QQJG (Invesco ESG NASDAQ Next Gen 100 ETF) and SFYX (SoFi Next 500 ETF) are both Mid Cap Growth Equities funds - QQJG tracks the Nasdaq Next Generation 100 ESG Index - Benchmark TR Gross while SFYX tracks the Solactive SoFi US Next 500 Growth Index. Both are passively managed. Their correlation of 0.87 suggests significant overlap in exposure. QQJG charges 0.20%/yr vs 0.00%/yr for SFYX.

Performance

QQJG vs. SFYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco ESG NASDAQ Next Gen 100 ETF (QQJG) and SoFi Next 500 ETF (SFYX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

QQJG

• 1D: 0.00%
• 1M: 0.00%
• YTD: 1.44%
• 6M: 1.43%
• 1Y: 18.67%
• 3Y*: 14.26%
• 5Y*: —
• 10Y*: —

SFYX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

QQJG vs. SFYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
QQJG Invesco ESG NASDAQ Next Gen 100 ETF	1.44%	18.05%	14.67%	17.20%	-27.69%	0.91%
SFYX SoFi Next 500 ETF	5.66%	14.25%	14.45%	17.70%	-22.88%	-1.17%

Correlation

The correlation between QQJG and SFYX is 0.80, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.80
Correlation (3Y) Calculated over the trailing 3-year period	0.84
Correlation (All Time) Calculated using the full available price history since Oct 28, 2021	0.87

The correlation between QQJG and SFYX has been stable across timeframes, ranging from 0.80 to 0.87 - a consistent structural relationship.

QQJG vs. SFYX - Sectors Allocation Comparison

Sectors	QQJG	SFYX
Technology	44.5%	16.9%
Healthcare	18.2%	12.1%
Consumer Cyclical	14.3%	9.9%
Industrials	6.4%	20.5%
Communication Services	6.2%	4.5%
Consumer Defensive	3.4%	3.0%
Basic Materials	2.5%	3.2%
Energy	1.6%	4.5%
Financial Services	0.1%	15.9%
Real Estate	-	6.4%
Utilities	-	2.2%

Return for Risk

QQJG vs. SFYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

QQJG

QQJG Risk / Return Rank: 44
QQJG Sharpe Ratio Rank: 38
QQJG Sortino Ratio Rank: 38
QQJG Omega Ratio Rank: 45
QQJG Calmar Ratio Rank: 49
QQJG Martin Ratio Rank: 52

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

QQJG vs. SFYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco ESG NASDAQ Next Gen 100 ETF (QQJG) and SoFi Next 500 ETF (SFYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	QQJG	SFYX	Difference
Sharpe ratio: Return per unit of total volatility	1.35	—	—
Sortino ratio: Return per unit of downside risk	1.95	—	—
Omega ratio: Gain probability vs. loss probability	1.29	—	—
Calmar ratio: Return relative to maximum drawdown	2.38	—	—
Martin ratio: Return relative to average drawdown	8.74	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	QQJG	SFYX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.35	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.16	—	—

Drawdowns

Drawdown Indicators

	QQJG	SFYX	Difference
Max Drawdown Largest peak-to-trough decline	-36.76%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-7.93%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-23.48%	—	—
Current Drawdown Current decline from peak	-2.09%	—	—
Average Drawdown Average peak-to-trough decline	-15.31%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.15%	—	—

Volatility

Volatility by Period

	QQJG	SFYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.00%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.27%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.00%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.70%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.70%	—	—

QQJG vs. SFYX - Expense Ratio Comparison

QQJG has a 0.20% expense ratio, which is higher than SFYX's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

QQJG vs. SFYX - Dividend Comparison

QQJG's dividend yield for the trailing twelve months is around 13.86%, more than SFYX's 1.36% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
QQJG Invesco ESG NASDAQ Next Gen 100 ETF	13.86%	0.68%	0.65%	0.54%	0.70%	0.08%	0.00%	0.00%
SFYX SoFi Next 500 ETF	1.36%	1.44%	1.25%	1.51%	1.56%	0.90%	1.16%	1.02%

Frequently Asked Questions

Can I hold both QQJG and SFYX in my portfolio?

QQJG and SFYX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, QQJG or SFYX?

On fees, SFYX is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, QQJG or SFYX?

SFYX is cheaper with a 0.00% expense ratio, compared with 0.20% for QQJG.

Which ETF pays a higher dividend yield, QQJG or SFYX?

QQJG has the higher dividend yield at 13.86%, compared with 1.36% for SFYX.

What is the main difference between QQJG and SFYX?

QQJG tracks Nasdaq Next Generation 100 ESG Index - Benchmark TR Gross, while SFYX tracks Solactive SoFi US Next 500 Growth Index. They also come from different issuers: Invesco and Toroso Investments. Their fees differ too: 0.20% for QQJG and 0.00% for SFYX.